We are live on ! Find out more
PDO

PIMCO Dynamic Income Opportunities Fund

101 hedge funds and large institutions have $264M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

6% more funds holding

Funds holding: 95101 (+6)

2.87% less ownership

Funds ownership: 22.58%19.71% (-2.9%)

8% less capital invested

Capital invested by funds: $288M → $264M (-$24.4M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
40
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
26
Wedbush Securities
California
$893K +$166K +12,303 +21%
AWS
27
Atria Wealth Solutions
New York
$870K -$40.4K -3,000 -4%
TWC
28
TD Waterhouse Canada
Ontario, Canada
$848K -$1.72M -127,889 -66%
ASFA
29
All Season Financial Advisors
Colorado
$789K +$174K +12,941 +26%
FFA
30
First Foundation Advisors
California
$769K -$1.15M -85,317 -58%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$756K +$279K +20,748 +52%
SWM
32
Stockman Wealth Management
Montana
$754K -$517K -38,419 -39%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$735K -$1.22M -90,436 -60%
RP
34
Riverbridge Partners
Minnesota
$728K +$22.2K +1,651 +3%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$718K -$31K -2,302 -4%
Jane Street
36
Jane Street
New York
$713K +$774K +57,496 New
CCP
37
Carmel Capital Partners
California
$703K +$181K +13,480 +31%
PI
38
PFG Investments
New York
$698K +$757K +56,280 New
NWM
39
Nicola Wealth Management
British Columbia, Canada
$670K
WA
40
WESPAC Advisors
California
$595K +$646K +48,015 New
JWCA
41
J.W. Cole Advisors
Florida
$547K +$82.6K +6,134 +16%
PAG
42
Private Advisor Group
New Jersey
$511K +$207K +15,388 +60%
SS
43
Sunbelt Securities
Texas
$495K +$535K +39,754 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$438K -$33.9K -2,516 -7%
HF
45
HRT Financial
New York
$388K +$7.43K +552 +2%
PWM
46
Perigon Wealth Management
California
$336K -$14.4K -1,070 -4%
AA
47
ACT Advisors
North Carolina
$331K +$9.79K +727 +3%
AP
48
Americana Partners
Texas
$316K +$343K +25,465 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$289K
JSW
50
Journey Strategic Wealth
New Jersey
$287K +$56.7K +4,214 +22%